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John Morse Kober
Founder at Milestone Advisory Partners LLC
Profile
Mr. John M.
Kober is a Partner at Milestone Advisory Partners LLC.
He has more than 37 years of experience in the financial services industry, and has extensive knowledge in essential areas such as financial planning, portfolio management and fiduciary guidance.
He established Milestone Advisory Partners in October 2015.
Earlier in his career, Mr. Kober erved as managing director of investments at Wells Fargo Advisors and its predecessors, including Wheat First Securities, Wheat First Butcher & Singer, First Union Securities and Wachovia Securities.
He earned a bachelor’s degree in business administration from Olivet College, graduating magna cum laude.
John Morse Kober active positions
Companies | Position | Start |
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Milestone Advisory Partners LLC
![]() Milestone Advisory Partners LLC Investment ManagersFinance Milestone Advisory Partners LLC (MAP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Southern Pines, North Carolina. The firm was founded by John M. Kober and Winfred "Chip” Hasty in 2015. MAP provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. | Founder | 2015-09-30 |
Former positions of John Morse Kober
Companies | Position | End |
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Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 2015-09-30 |
Training of John Morse Kober
Olivet College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Milestone Advisory Partners LLC
![]() Milestone Advisory Partners LLC Investment ManagersFinance Milestone Advisory Partners LLC (MAP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Southern Pines, North Carolina. The firm was founded by John M. Kober and Winfred "Chip” Hasty in 2015. MAP provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. | Finance |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
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